GE Vernova
Power-equipment giant: gas turbines, grid gear, and the BWRX-300 SMR
Spun out of GE in 2024, GE Vernova is a critical arms-dealer to the AI power buildout across three fronts: gas turbines (multi-year backlog), grid equipment and transformers, and nuclear via GE Hitachi's BWRX-300 SMR. The BWRX-300 is among the most advanced Western SMR projects, with Ontario Power Generation's Darlington unit under construction and interest from US utilities like TVA and Fermi. Its breadth across gas, grid and nuclear makes it a linchpin supplier.
Segments
Gas turbines, grid/transformers, nuclear (SMR)
SMR
GE Hitachi BWRX-300 (~300 MWe)
Lead SMR project
OPG Darlington (Ontario), first unit under construction
Constraint
Multi-year gas-turbine order backlog
How it fits the stack
GE Vernova with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
GE Vernova in the AI stack. GE Vernova with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 5 entities, 4 relationships
- Electricity Grid & Utilities —supplies→ GE Vernova
- Natural Gas Power —supplies→ GE Vernova
- Nuclear Power (incl. SMRs) —manufactures→ GE Vernova
- On-site datacenter power generation —uses→ GE Vernova
Feeds ↓ · 4